WELCOME / MEET THE TEAM
LEADERSHIP
TERRY SCALI / MANAGING MEMBER
-
Terry founded Milne Scali & Company Insurance Services (MSC) in October 1990 in Phoenix, Arizona. In 2002 Terry sold MSC to a publicly traded National Bank. While the agency continued to succeed, the insurance culture he built did not align with the banking culture. When Terry resigned from the Board of Directors to pursue his business interests, MSC had grown to over $210 million in sales and over $17 million in commission revenues with a net income of over 30% under Terry's leadership.
In January 2006, Terry combined National Commercial Insurance & Surety Specialists, Inc. and Mike Lapre Insurance Agency. Terry and Mike Lapre merged these two agencies to form Lapre Scali & Company Insurance Services, LLC. In 5 years, Lapre Scali grew to over 140+ colleagues in multiple locations throughout Arizona and Nevada, with annual operating revenues above $20,500,000.
Terry joined NFP in 2011 when NFP acquired his firm, Lapre Scali & Company Insurance Services. His vision was to grow NFP, predominantly an employee benefits broker at the time, into a top full-service brokerage with robust P&C capabilities across the country. He served as CEO of NFP Property and Casualty Services, Inc. from 2011 until 2019 and was the team leader for NFP's expansion in the P&C space. In 2018, Terry transitioned to a new role focused on broader corporate strategy. He continued as a member of the NFP board, deploying his P&C industry expertise to help fulfill the company's vision and advise NFP's P&C M&A activity. For his tenure at NFP, P&C revenue grew from $50 M to $500 M through strategic acquisitions and organic growth. Throughout his career, Terry has completed over 140 acquisitions.
-
JOESEPH SCALI / MANAGING MEMBER
-
Joe is the owner and founder of Scali Group, LLC, a buy-side investment banking firm focused on insurance agencies throughout the US that he formed in 2013.
He has originated +65 acquisitions in the insurance sector with a total transaction volume of >$500m and has sourced transactions for several of the top 50 US brokers.
Joe earned his bachelor of science degree in finance from the University of Arizona and holds property & casualty insurance and real estate licenses in Arizona.
-
LIFE PURPOSE / The central motivating aim of our lives and why we get up in the morning. Purpose guides life decisions, influences behavior, shapes goals, offers a sense of direction & creates meaning.
TERESA BUELOW
EXECUTIVE VICE PRESIDENT, HR
-
Teresa has 25+ years of HR experience in the insurance industry. She worked with Mr. Scali for 20 years as an HR executive at MSC, Lapre Scali, and NFP.
Teresa has substantial experience with acquisition integration, due diligence, onboarding, retention, and employee continuity.
She departed Brown & Brown as a regional business partner to join Scali Insurance Group. Teresa is a Society of Human Resources Management member and was named a finalist for the HR director of the year by Phoenix Business Journal.
-
MICHAEL EVANS
CHIEF FINANCIAL OFFICER
-
Michael has 20 years+ of experience in diverse corporate tax, audit, accounting, due diligence, and financial analysis, and ten years working with Mr. Scali’s businesses as an audit and tax professional with Semple, Marchal & Cooper, LLP.
He departed as CFO of regional health & wellness operator to join Scali Insurance Group and is a member of the American Institute of Certified Public Accountants.
-
DENNIS VIA
VICE PRESIDENT OF ACCOUNTING AND AGENCY OPERATIONS
-
Dennis Via joined Scali Insurance Group in August 2023 upon returning to the greater Phoenix area. He has an extensive background in insurance agency accounting and management. Some of Dennis’s responsibilities will include supporting Mike with due diligence and agency acquisitions, month-end review, month-end reconciliation, forecasting, budgeting, and analysis. Dennis will also be involved with special projects in mergers and acquisitions and QOE due diligence.
Dennis was recently the Chief Financial Officer of an Oil & gas wholesale/retail distribution company from October 2020 on the Eastern Shore of Maryland. Mr. Via had returned to the Maryland area with his family from Phoenix to help with certain family matters while focusing on the growth of this company and its ancillary businesses. He helped to double the size of the company through acquisitions.
Previously, he was the CFO of NFP Property and Casualty Services, Inc. (NFPPC) based in Scottsdale, Arizona, and was also formerly CFO for Lapre Scali & Company Insurance Services, LLC, in Scottsdale, AZ. Mr. Via lived for 15 years in Arizona.
Mr. Via has a Life Insurance, P&C Insurance Carrier, and P&C Agency / Brokerage background. He has been CFO of private and public insurance agencies/brokers for 15 years, including The Horton Group, one of Chicago’s largest private insurance brokers, and NFP Property & Casualty Insurance Company Inc (based in Scottsdale, AZ).
His diverse insurance experience includes 16 years with Zurich Insurance Company, holding Executive positions in several carrier subsidiaries in the US, the North American Headquarters, and the World Headquarters in Zurich, Switzerland. His Executive responsibilities over the years have included Financial Planning, Internal Audit, Treasury, Investments, Cash Management, Billing and collections, North American Regional Management, Chief Financial Officer and President of Premium Finance operations.
His experiences include M&A activity (including working with PE firms), re-alignments / restructuring, due diligence, transitions and integration, strategic planning, growth strategies, and organic growth initiatives.
Mr. Via also practiced for 11 years as a CPA with Ernst & Young in Baltimore, Maryland, servicing a diverse client base of SEC-registered and privately held companies specializing in life insurance and manufacturing, including Fortune 500. He serviced various clients in the banking, healthcare, real estate, textile, oil & gas, and defense/aerospace industries. He is an accounting graduate of the University of Maryland with a minor concentration in Finance and completed certain postgraduate studies at Johns Hopkins University, attended the Management and Executive Development Programs at Kellogg Northwestern, is a member of Beta Alpha Psi (national accounting honors society), and is a Fellow of the Life Management Institute (FLMI).
His past involvement with civic, charitable, and non-profit organizations has included being a Volunteer in an Advisory Role to the Board of Governors, an Advisor to the Finance Committee of the Board, and a Board member.
-
SCOTT A. UNTRECHT
VICE PRESIDENT OF FINANCE
-
As the VP of Finance at Scali Insurance Group, I bring more than 30 years of diverse corporate finance, accounting, and business leadership experience.
I previously served as Vice President of Finance at Set Jet, Inc., a membership-based private jet company. During my 5 years there, I lead all aspects of their financial strategy, performance reporting and long-range business planning, as well as investor relations, controller, and audit operations. I also oversaw and managed all human resources and business development activities.
Before Set Jet, Inc., I served as Director of Finance and Litigation Support for Semple, Marchal & Cooper, LLP, one of the leading regional Certified Public Accounting firms in the Southwest. During my 15 years there, I was responsible for managing all client-referred forensic accounting and internal investigations resulting from fraud and malfeasance and worked closely with attorneys and court-appointed receivers to provide expert reports and testimony. In addition to my work with litigation, I also led financial strategy and capital structure, sourcing, and real estate management, and oversaw ongoing process improvements across the firm.
Before Semple, Marchal & Cooper, LLP, I worked as a Financial Analyst at The Tech Group, a plastics injection molder and contract manufacturer that serves the medical and consumer industries and was instrumental in preparing it for its acquisition by West Pharmaceutical Services, Inc. (NYSE: WST). Prior to that, I served as a Senior Financial Analyst at Cerprobe Corporation (NASDAQ: CRPB), a company that designs, manufactures, and markets products for the high-performance testing of integrated circuits and other microelectronics components.
I am a former Executive Board member of Every Kid Counts (EKC), a non-profit 501 (C) public charity, which allows youth to participate in programs to give them a great opportunity to learn, be involved and find solutions to the challenges they face in today’s society.
I am a licensed Certified Fraud Examiner and earned my MBA from the University of Phoenix in Phoenix, Arizona and my Bachelor of Business Administration in Finance from Texas A&M University in College Station, Texas.
-
COURTNEY WOOGE
PRESIDENT AND MD, FCIS
-
Courtney brings over a decade of experience in insurance.
He acquired FCIS Insurance and Donat Insurance and merged to form Scali Insurance Group in 2021.
Courtney holds management and management information systems degrees and an MBA in small business operations.
-
BRANDON MINERT
PRESIDENT AND MD, UCI
-
Brandon is the founder of United Commercial Insurance (UCI).
Brandon worked for Supervalu (Albertsons Grocery) as a process improvement specialist and then took a position in the transportation industry, working with companies all over the country implementing drug and alcohol testing programs. Brandon worked for many trucking companies during this time and developed relationships with firms all over the western states.
He founded UCI in 2013 with a focus on transportation and trucking Insurance. Since then, UCI has grown from a one-person operation to one of the largest commercial transportation agencies in the country. UCI now has over 21 employees and writes policies in 45 states. UCI is primarily positioned in transportation but is growing in non-transportation-based commercial lines insurance.
He completed his undergraduate and MBA at Boise State University.
-
ALLEAN "ALI" LAFFERTY
FOUNDER AND MANAGING DIRECTOR, LPCG
-
Ali is the founder of Lafferty Private Client Group (LPCG) and Managing Director with Scali Insurance Group.
LPCG provides risk management and property and casualty insurance (homeowners, collectors, high-value autos, jewelry, fine art, watercraft and yachts, aircraft, personal umbrella, etc.) for affluent individuals and families within the United States.
Ali’s insurance background and experience are within the personal and commercial insurance sectors. In 1989, Ali began her insurance career at Aetna as a commercial underwriter for the Southwest region of the United States. Ali then joined Milne Scali & Co. in 1993 as a commercial insurance producer, where her success as a top producer earned her a partnership role at Terry Scali’s agency.
In March 2014, Ali joined NFP and started the Arizona Private Client office. Ali was consistently a top (3) producer within NFP’s Private Client Group’s national platform, to which she contributes her client-focused approach and creating a culture of collaboration with colleagues and the client’s circle of advisors.
Lafferty Private Client Group was established in November 2020. Ali’s vision was to create an agency that always put the client's needs first.
In August 2021, Ali became a partner at Scali, LLC.; This would be her second time being a partner with Terry Scali.
She aligned with Terry’s vision to create a national insurance agency focused on clients, colleagues, and culture. She is proud to be part of an innovative group where the culture, entrepreneurial spirit, and collaboration create an environment where employees look forward to being part of a successful team that exceeds clients’ expectations.
-
IAN J. MALAYANG
CFO, AMERICAN MARINE INSURANCE
-
Ian leads a highly specialized team of marine insurance experts at American Marine Insurance.
He led AMI’s geographical reach expansion to all 50 states, establishing strong local partnerships with retail agencies. He continues to provide AMI with the ability to evaluate strategic growth opportunities with his experience as an insurance professional and a CPA.
-
STEVE KLUMB
MD, US NATIONAL INSURANCE
-
Steve is the founder of US National Insurance.
His knowledge in finance, private equity, and risk containment strategy makes him a trusted advisor to commercial clients throughout the country. Areas of expertise include complex commercial insurance solutions and high-risk or hard-to-place worker’s compensation insurance.
-
AARON FRIEDMAN
FOUNDER AND MD, APEX
-
Aaron is a veteran in the insurance industry.
He works closely with clients in a consultative manner in personal lines and the small business commercial insurance space.
-
KATLYN DENNIS
MANAGER, ALIGNE RISK ADVISORS, LLC
-
Katlyn began her career at State Farm in 2002; then, in 2005, she joined Marsh Private Client Group Palm Beach, focusing on risk management solutions for high-net-worth individuals throughout the country.
Katlyn earned an opportunity to move to Marsh Atlanta, a hub that would allow her to advance her expertise in the industry.
In 2010 Lane McVicker, NFP Private Client Group (2012), invited her to join the Georgia team and help grow the southeast territory, where she became a top salesperson, managed a $15M book of business, then a leadership role. Katlyn relocated to run the NFP PCG offices in Virginia, Maryland, and Florida.
Katlyn earned her Certified Advisor of Personal Insurance (CAPI) license from Wharton School of Business and established Aligne Risk Advisors.
She partnered with Scali, LLC In August of 2022, joining forces with Ali Lafferty and, together with their teams, focused on growing the Private Client Group.
-
PATRICK FLEMING
COMMERCIAL LINES MANAGER, AMI
-
Patrick's 26 years of experience in agency management, underwriting, and wholesale brokerage, combined with his unique and extensive knowledge of commercial marine coverage, provides clients with valuable expertise within the market.
-
JACQUELINE BROWNING
MARKETING DIRECTOR, AMI
-
Jacqueline has experience in the securities industry in retail and commercial sales and service capacities.
Her ability to collaborate in a team environment, facilitate action-driven tactics, and execute company growth and objectives make her an invaluable member of the Scali Insurance Group team.
-
EMAIL jacque@americanmarineinsurance.com
TEL 949 432 5624
LEXI LAFFERTY
-
Lexi Lafferty is an Account Executive at Lafferty Private Client Group. Lexi began her insurance career as a Chubb Commercial Professional Liability Underwriter insurance career and transitioned to the High-Net-Worth Personal Insurance sector.
Lexi is passionate about developing personal insurance programs uniquely tailored to each client’s needs. She believes that a consultative and collaborative approach with clients is crucial in forming a high-quality personal insurance program. Lexi’s detail-oriented nature allows her to provide exceptional service to her clients.
-
EMAIL Lexi.Lafferty@laffertypcg.com
TEL 602 527 6585
ACCOUNT EXECUTIVE, LPCG
JASON AND KENDRA HUTH
MANAGING PARTNERS,
FIT INSURANCE GROUP, LLC
-
Jason Huth, a Denver, Colorado native, is one of the Founders and Managing Partners for FIT Insurance Group, LLC. Jason helps businesses through his experienced consulting, implementation, and long-term service approach. He is passionate about helping all sizes of companies find the right FIT for their insurance needs while maintaining lasting relationships.
Before starting FIT Insurance Group, Jason moved his family to Phoenix, AZ, in 2002 after retiring from his professional baseball career with the Cincinnati Reds. His business career started with small to medium size businesses providing solutions for payroll processing, human resource support, and employee benefits. He then collaborated with the nation’s largest privately held payroll company, CompuPay (currently BenefitMall), to help start their benefits division in Phoenix. Due to his success with CompuPay, Humana recruited Jason to join their Large Group consulting team. Responsible for working with companies with 100 or more employees, he developed strategic insurance structures supporting each business’s unique benefits goals.
Jason has supported his community in Ahwatukee by giving his time to coaching youth club baseball for nine years. Additionally, Jason is an active community member committed to strengthening Arizona families by giving to children’s and pet charities throughout the state.
Jason is a father of three and has been married to his middle school sweetheart, Kendra, for 25 years. He enjoys traveling with his family near a beach or mountains in his spare time and played baseball for three years as a starter for Texas Tech University on a full-ride combination of academic and athletic scholarships. Jason holds a Bachelor of Arts degree focused on holistic health, obtained from Texas Tech University after completing his senior thesis on Chiropractic Theory.
-
Born and raised in Denver, CO, but having had the opportunity to live all over the country, Kendra and her family chose to settle in Phoenix, Arizona, in 2002. After taking a couple of years off from the corporate world of banking and the venture capitalist industry to grow her family, she started a new career path with the nation's largest privately held payroll company, CompuPay (currently BenefitMall).
Kendra's role as a regional manager of sales allowed her to work with small to medium size businesses, selling solutions for payroll processing, human resource support, and employee benefits. After building a territory through client and partner relationships, Kendra felt passionate about building her venture from the ground up. In 2010, Kendra left corporate America to establish FIT Insurance Group, a health and life insurance agency. Kendra has grown the agency to manage a book of business consisting of individual and group clients ranging in size from 2 to 300 plus employees.
Kendra runs a business that focuses on sticking to high moral standards, which has been essential to her current success. As an effective communicator, she focuses her consulting on tried and true methods and incorporates new concepts to help support her client's business. She enjoys assisting clients in utilizing benefits as a resource, aiding the company during times of growth. Kendra's primary goal is to facilitate all facets of customer service, claims resolution, and enrollment for her clients. FIT Insurance Group has strategic solid partner relationships that Kendra has cultivated as a catalyst to building a strong insurance agency over the last 12 years in the industry.
Kendra's passion is traveling with her family wherever there are memories to be made. Growing up surrounded by athletes and being one herself, she still enjoys staying active alongside her husband and three children while supporting them in their extracurricular activities. Being outdoors and spending time with her close-knit group of friends and family is where she is most content with life. Kendra is also an active community member committed to strengthening Arizona families by donating to children's and pet charities statewide.
-
Jason Huth, Managing Director
EMAIL jhuth@FITinsurancegroup.com
O: 602-235-2700 ext. 8
C: 602-653-5005
Kendra Huth, Managing Director
EMAIL khuth@FITinsurancegroup.com
O: 602-235-2700 ext. 11
C: 602-653-6792
LOCATION
Phoenix, AZ
JEFF NEILL
MANAGING PARTNER, ARROWHEAD RISK MANAGEMENT
-
Jeff Neill was born and raised in Scottsdale, Arizona. He began his insurance career at a local firm specializing in workers’ compensation insurance. After gaining experience as a producer, Jeff moved to Nashville, Tennessee, to enter the world of self-employment. He founded Arrowhead Risk Management in June 2018. Since founding Arrowhead, Jeff has served clients from various industries, such as construction, manufacturing, agriculture, staffing, healthcare, and cannabis.
On December 1st, 2022, Arrowhead was acquired by Scali Insurance and merged with the US National branch, led by Steven Klumb, a longtime colleague and friend of Jeff’s. Jeff is excited to grow with the team at Scali in this new chapter of his career.
When he’s not working, he enjoys spending time at Saguaro Lake, hiking Camelback Mountain, barbecuing on the patio, or playing fetch with his dog, Hank.
-
JAMIE SHAVER
OPERATIONS MANAGER, UNITED COMMERCIAL INSURANCE, LLC
-
Jamie Shaver was born and raised an Idaho girl. Jamie has been with United Commercial Insurance for over seven years and has risen to operations manager. She works with all renewals and oversees operations for the commercial auto division of UCI.
Jamie loves her family and going to the mountains. She is obsessed with highland cows and has tried to bring many into her home over the years. Jamie has two beautiful daughters and an entrepreneurial spouse. She shot her first deer in 2022 and now believes she can survive any zombie apocalypse.
-
EMAIL jamie@ucinsure.com
TEL 208 229 8228
LOCATION Boise, ID
KRISTIN WALDOCH
CISR UNIDALE INSURANCE
-
Kristin Waldoch grew up in Minnesota and enjoyed snowboarding and playing soccer in her youth. After college, she joined her father at his insurance agency, UniDale Insurance, in 2013. Over the years, Kristin has learned the ins and outs of the E&S market and how to secure coverage for complex risks. Kristin took full ownership of Unidale Insurance in 2021 and decided to join Scali in April 2023. By partnering with Scali, she plans to build off what her father started and take the agency to new heights.
Kristin hopes to start a family soon, but in the meantime, she enjoys relaxing with her husband and two cats. She also loves watching HGTV, where she gets too many DIY ideas that she never seems to have enough time to finish.
-
EMAIL Kristin@unidaleinsurance.com
TEL 651 227 8251
LOCATION Circle Pines, MN
WENDY SANCHEZ
AGENCY MANAGER, FCIS INSURANCE
-
Wendy was born and raised in Los Angeles, California, until she moved to Dodge City, Kansas, in 1995. She began her career in the insurance industry with American Family Insurance, The Joseph Peters Agency, in 2001 as a Licensed Agent & Office Manager servicing everything from Home, Auto, Life, & Commercial Insurance. In 2006 Wendy began a new journey as an Independent Agent /Agency Manager with AutoSure, Inc. managing two office locations—one in Dodge City and the other in Liberal, Kansas.
On May 1st, 2023, AutoSure was acquired by Scali Insurance and merged with Farm and City Insurance Services. She continued her role in Managing and Servicing both office locations, running daily sales and business operations.
When she’s not working, Wendy enjoys camping trips, barbecuing, traveling, but most of all, spending time with her friends and family.
-
BRAD ROTH
MANAGING DIRECTOR, McDOWELL INSURANCE
-
Brad is the Managing Director at McDowell Insurance, providing insurance brokerage and investment management services for individuals and businesses. In addition, he is the Founder & CIO of THOR Financial Technologies, an SEC Registered Investment Advisor that oversees over a billion dollars in assets globally.
Brad is an honors graduate of Duquesne University, from which obtained a bachelor’s degree in business administration with a focus in accounting. He received the Certified Financial Planner® designation after studying at New York University. He is currently qualified for Series 66, Series 3, PA Property & Casualty, Life, Health, and Accident examination.
Brad resides in Pittsburgh, PA, with his wife Hannah and children Ellery and Banks. He enjoys spending time with his family and friends or playing golf in his free time.
-
RICK MASCOLINO
PRESIDENT, FORTE SERVICES
MASCOLINO INSURANCE SERVICES
-
Rick Mascolino is the President of Forte Services LLC., whose motto is “Insurance is our Forte, Service is our Strength.” Rick brings over 30 years of experience in insurance agency ownership, executive-level leadership, sales, and sales management. He was born in Waukegan, Illinois, moved to Arizona in 2021, and is the proud Father of 4 boys.
Rick aspires to continue to be the best Husband and Father he can be by choosing to use life’s lessons and learn from them daily. His Team has accomplished more than they could ever dream of, but they are most proud of the service they provide to every client every day, year in and year out. Rick loves spending time with his wife, whether traveling the earth or relaxing, doing nothing but enjoying each other’s time. He also enjoys boating, golfing, fishing, and relaxing outdoor activities.
Rick has spent many years coaching and mentoring youth football players and is proud to say he has seen more than a few move on to the college level, including one of his own sons.
-
ELIZABETH MASCOLINO
VICE PRESIDENT, FORTE SERVICES
MASCOLINO INSURANCE SERVICES
-
Elizabeth brings nearly two decades of insurance industry experience to her role as Vice President for Forte Services, LLC. Elizabeth oversees the company’s operations with an intense commitment to building trusted relationships, demonstrating integrity, and focusing on cultivating a client-centric environment. During her tenure with the company, Elizabeth has helped drive growth and profitability by way of developing new systems processes and implementing new procedures.
A Broker at heart, Elizabeth loves understanding the complexities of her clients' operations and providing customized solutions and remains true to the vision of being in the people business.
Elizabeth resides in Arizona and enjoys exploring new adventures with her husband and four boys.
-
DARRELL VEENSTRA
OWNER/PRODUCER, INTERSTATE INSURANCE AGENCY
-
Darrell began his insurance career in 1995 as a college agent with Northwestern Mutual on the P&C side. He joined Interstate Insurance in 2013 and became part owner in 2016, specializing in partnering with Iowa businesses on solidifying commercial lines coverage.
Darrell’s hobbies away from the office include sports and spending time with family. He is married to Angie, a schoolteacher, and has two sons. Both boys are very active in sports, including football and track, in high school and college. Outside of work and family, he enjoys being involved in church and his local Lions Club, attending his children’s extra-curricular activities, and golfing when he can.
-
ADAM SHEUE
VP OF SALES, SUMMIT INSURANCE SERVICES
-
Adam Sheue is the VP of Sales at Summit Insurance Services. Adam was raised in Jackson, Wyoming, by his successful parents, Dawn and Thom, who both worked in the Health Insurance industry. Since 2010, Adam has been helping business owners optimize their hiring and retention tools by providing tailored employer benefits packages that promote a happy and productive work environment for their employees. As the insurance industry constantly evolves, Adam and his team at Summit stay up-to-date with the latest strategies and knowledge to ensure their clients always receive the best advice and support.
Adam has spent most of his life in the Rocky Mountain Region, and his passion for the outdoors has only grown stronger. He enjoys spending quality time with his 5-year-old daughter and participating in outdoor activities such as golfing, boating, and snowmobiling during winter. Watching his daughter grow up is his greatest joy in life.
-
DAVID WALDO
CEO FIELD-WALDO INSURANCE AGENCIES, INC.
-
David Waldo's impressive career in the insurance industry began at 23 when he joined Nolan Field Insurance as an Agent, eventually rising to become a Partner. His journey in insurance leadership was marked by his tenure as President of the Independent Insurance Agents of Oregon in 1989, leading an association with over 500 member agencies. His influence extended to the national stage, where he served on the Farm and Agribusiness committee of the Independent Insurance Agents of America, representing over 30,000 agents and brokers nationwide. Notably, Dave also contributed his expertise to the National Big I committee, further cementing his role as a distinguished leader in the field.
As CEO of Waldo Agencies, David oversees a team of over 20 employees and associates. His leadership extends beyond insurance, as he is a Director and Board President of Lifeway’s, Inc., a regional mental health care provider with a workforce of over 250. His 27-year service on the Board of Trustees of Mutual of Enumclaw Insurance Group, a $750 million regional insurance company, showcases his commitment to the industry.
David’s passion for agriculture is evident in his work with agricultural businesses in developing Board Governance programs, where he currently serves as Board Coach or Chair for various row-crop farms and produce distribution companies. His dedication to sustaining family ownership of farms in America is a significant aspect of his career.
Innovative in his approach, David has developed unique insurance programs, including advanced income protection policies for farmers and a comprehensive school insurance program focusing on risk reduction. His core belief in independence, responsibility, and accountability drives his commitment to fostering behaviors that support these values.
Waldo Agencies, under David's guidance, specializes in identifying and managing risk for profit across several states. Outside his professional sphere, Dave, along with his wife Barbara, enjoys the tranquility of their farm near Parma, Idaho. Balancing a demanding schedule, he finds time for leisure activities like downhill skiing, golf, and hiking, embodying a well-rounded and dedicated professional life.
-
DELLAS WALDO
PRESIDENT, FIELD-WALDO INSURANCE AGENCIES, INC.
-
As President of Field-Waldo Insurance Agencies, Inc., Dellas, leads a vibrant and dedicated team whose collective focus is on demystifying the insurance landscape for their clients, and ensuring clients fully understand the products they're investing in. Being a 3rd generation agency owner, Dellas gained invaluable insights and skills through the support and wisdom of his family within the business. His true passion lies in educating clients, fostering not just professional relationships but lifelong bonds with both colleagues and clients.
Away from the office, Dellas cherishes time spent with his wife, Patty, and their two wheaten terriers. His interests are diverse - from cheering on the Seahawks (#GoHawks) to indulging in his passion for cooking, baking, and embracing the thrills of snowboarding and golf. He is also an avid traveler, always eager to explore new destinations and meet new people.
Prior to his journey in the insurance world, Dellas found personal fulfillment in owning and operating a window covering business in Seattle, which enriched his perspective in client relations and business management.
-
BRADLEY WALDO
VP OF BENEFITS, FIELD-WALDO INSURANCE AGENCIES, INC.
-
As the Vice President of Benefits at Field Waldo Insurance Agencies Inc., Bradley has dedicated 23 remarkable years to a field that never ceases to inspire and challenge him. His daily motivation stems from a steadfast goal: to revolutionize how employers perceive employee benefits. Bradley is driven by the vision of crafting affordable healthcare solutions that cater to both employees and employers alike.
At the core of their success is the company’s unparalleled service team. Their dedication and expertise are the pillars that support Bradley’s efforts, making their collective achievements possible. Together, they're not just a team; they're a force for positive change in the benefits landscape.
On the home front, Bradley recently entered the exciting phase of being an empty nester with his wonderful spouse. This new chapter has opened doors to frequent travels, especially to Phoenix, where they relish every moment spent with their children.
Bradley’s personal time is often filled with activities that keep him physically active and mentally refreshed. Whether it’s hitting the golf course, embarking on a cycling adventure, or engaging in a rigorous workout, he believes in the power of staying active for both physical and mental clarity.
-
BARB SHARP
MANAGING DIRECTOR, CONTRACTORS INSURANCE AGENCY
-
Barb has dedicated herself to helping contractors build their businesses by guiding them through the intricate state and federal guidelines required for hiring employees.
She earned her bachelor’s degree in accounting from the University of Phoenix in 2001. That same year, Barb founded a Professional Employer Organization (PEO), which assists contractors in maintaining focus on their core business activities by managing payroll and ensuring compliance with state and federal regulations.
Throughout her career, she has collaborated with insurance companies specializing in contractor services. Notably, her affiliation with Contractors Insurance Agency Inc. led to significant year-over-year revenue growth.
As the Director of Finance for a construction business startup company, Barb is approaching her 23rd year in the industry. Her genuine passion is witnessing these contractors successfully build their businesses.
In her leisure time, she enjoys traveling abroad and exploring the States in a motorhome with her husband.
-
EMAIL bsharp@ciacoverage.com
TEL 480 804 0707
LOCATION Phoenix, AZ
BRIAN FINN
MANAGING DIRECTOR, CONTRACTORS INSURANCE AGENCY
-
Brian Finn is a construction business startup expert with 28 years of experience setting up successful contractors in Arizona and Utah. His passion for supporting business startups drives him to assist others in beginning new chapters, navigating regulations, and positively impacting the economy.
Whether you're starting a new business or expanding operations, Brian is dedicated to helping the entrepreneur succeed in every step of the journey. His philosophy is centered around providing personalized and reliable support to every client. Brian believes in building solid relationships based on trust and communication.
Brian enjoys spending quality time with his family in his free time, exploring new travel destinations, hunting, and fishing outdoors. He finds fulfillment in serving his church and the local community.
Brian is excited to witness the industry's growth and strengthening alongside individuals dedicated to making a meaningful impact in the construction sector and feels that together, they contribute to a dynamic and evolving industry that positively impacts communities and the economy.
-
EMAIL bfinn@ciacoverage.com
TEL 480 804 0707
LOCATION Phoenix, AZ
NATHAN BEACH
-
Nathan Beach began his insurance career in 1985 as a financial planning and investment consultant with Guarantee Mutual Life. In 1986, Nathan formed NBI & Associates and began focusing on business owner financial planning and retirement plans, which quickly evolved into their corporate benefit planning. In 1995, a new Texas law changed NBI’s market opportunities with the passing of “guarantee issue” group medical insurance. Shortly after, Nathan’s wife of 42 years, Jeannine, left her medical career to join the Agency.
Through hard work and reinvesting revenues into support staff, services, and resources, NBI grew substantially in the Dallas-Fort Worth area. Standing out as a superior Benefits Broker in a relatively short period of time, NBI’s “BIG/Little” Broker approach now serves over 300 commercial accounts and is blessed with a team of tenured professionals.
Nathan and Jeannine enjoy spending time with their two children, their spouses, and three grandchildren.
-
EMAIL nathan@nbiandassociates.com
TEL 817 339 8977
LOCATION Burleson, TX
PARTNER, NBI & ASSOCIATES
DARREN HOOKER
PARTNER, NBI & ASSOCIATES
-
Darren D. Hooker, RHU, went into the employee benefit business after graduating from The University of Texas in 1985. He spent the first 25 years on the wholesale side, calling on brokers while building relationships internally and externally. The appreciation for both sides of the benefit business gives him a unique perspective. He started his own retail benefit business in 2013 and eventually merged with NBI & Associates in 2021.
Darren is happily married and has three children. He loves spending time with his family, playing golf, and traveling.
-
EMAIL darren@nbiandassociates.com
TEL 817 339 8977
LOCATION Burleson, TX
BECKY TENSETH
PARTNER, NBI & ASSOCIATES
-
Becky Tenseth started in an administrative role with Northwestern Mutual Life in 1991 while going to college. During her nine years at NML, she obtained her insurance license and continued to grow her knowledge and experience in personal estate planning and corporate benefit strategies. After graduating from The University of Texas, she started TAG Benefits Group, building a great team over 20 years, and eventually merged with NBI & Associates in 2021.
Becky serves on the Board of Directors for Tarrant County Samaritan House/Mental Health Housing and volunteers at Parker County’s Center of Hope. She is happily married to Tom, and they have hosted four foreign exchange students who have become their kids. Becky loves spending time with her family, gardening, and traveling.
-
EMAIL becky@nbiandassociates.com
TEL 817 339 8977
LOCATION Burleson, TX
DAVID BEACH
PARTNER, NBI & ASSOCIATES
-
David Beach grew up in the benefits business and officially joined NBI & Associates at the age of 21. Starting as a lead generator, he quickly moved into the role of Group Production Assistant. Now, many years later, David is NBI’s Chief Operating Officer and Group Production Director.
David is happily married and has one child. His interests include family, golf, football (American), and poker.
-
EMAIL david@nbiandassociates.com
TEL 817 339 8977
LOCATION Burleson, TX
“Mountains cannot be surmounted
except by winding paths.”